Clearstead Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Clearstead Advisors’s Portfolio PAVE Stock Details PAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.5K	Buy	758 +40	+6%	+$2.08K	﹤0.01%	1327
2025 Q4	$34.3K	Buy	+718	New	+$34.4K	﹤0.01%	1542
2024 Q2	–	Sell	-1,770	Closed	-$69.3K	–	2058
2024 Q1	$69.3K	Buy	+1,770	New	+$64.1K	﹤0.01%	686

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Clearstead Advisors's PAVE Position: Q1 2026 in Review

Clearstead Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.6% in Q1 2026, buying an estimated $2.08K and bringing the position to 758 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Clearstead Advisors first reported a position in PAVE in Q1 2024 and has held it in 3 quarters since. The position peaked at $69.3K in Q1 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Clearstead Advisors held 758 shares of Global X US Infrastructure Development ETF worth $38.5K as of Q1 2026.
Clearstead Advisors bought 40 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $2.08K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1327 holding.
Clearstead Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 3 quarters since.
Clearstead Advisors's Global X US Infrastructure Development ETF position peaked at $69.3K in Q1 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.